HoldingsChannel.com
All Stocks Held By Sarasin & Partners LLP
As of  12/31/2019
   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
CME GROUP INC 1,320,723 +14,178 $265,096
     CME1,320,723+14,178$265,096
AMGEN INC 1,075,990 +4,667 $259,389
     AMGN1,075,990+4,667$259,389
JPMORGAN CHASE & CO 1,758,566 +8,377 $245,144
     JPM1,758,566+8,377$245,144
MASTERCARD INC 778,315 -29,849 $232,397
     MA778,315-29,849$232,397
TAIWAN SEMICONDUCTOR MFG LTD 3,973,561 -470,118 $230,864
     TSM3,973,561-470,118$230,864
EQUINIX INC 370,101 -28,527 $216,028
     EQIX370,101-28,527$216,028
COLGATE PALMOLIVE CO 3,055,225 +98,158 $210,322
     CL3,055,225+98,158$210,322
ECOLAB INC 1,051,698 +144,071 $202,967
     ECL1,051,698+144,071$202,967
ACCENTURE PLC IRELAND 959,408 +359,574 $202,023
     ACN959,408+359,574$202,023
ARAMARK 4,594,187 +100,634 $199,388
     ARMK4,594,187+100,634$199,388
DEERE & CO 1,131,696 -195,345 $196,078
     DE1,131,696-195,345$196,078
MARRIOTT INTL INC NEW 1,266,363 +19,294 $191,765
     MAR1,266,363+19,294$191,765
ALPHABET INC 131,655 -7,936 $176,025
     GOOG131,655-7,936$176,025
MICROSOFT CORP 1,105,801 +29,766 $174,385
     MSFT1,105,801+29,766$174,385
NEXTERA ENERGY INC 693,492 -137,799 $167,936
     NEE693,492-137,799$167,936
PFIZER INC 4,247,135 -143,634 $166,403
     PFE4,247,135-143,634$166,403
COSTCO WHSL CORP NEW 542,108 -163,481 $159,336
     COST542,108-163,481$159,336
AMAZON COM INC 73,862 +4,358 $136,485
     AMZN73,862+4,358$136,485
BROADCOM INC 397,945 +48,521 $125,759
     AVGO397,945+48,521$125,759
ALIBABA GROUP HLDG LTD 589,347 +42,531 $125,001
     BABA589,347+42,531$125,001
SERVICE CORP INTL 2,701,839 +580,921 $124,366
     SCI2,701,839+580,921$124,366
CREDICORP LTD 579,882 +186,197 $123,590
     BAP579,882+186,197$123,590
SERVICENOW INC 433,482 +29,819 $122,381
     NOW433,482+29,819$122,381
WEYERHAEUSER CO 3,963,571 +552,285 $119,700
     WY3,963,571+552,285$119,700
UNITED TECHNOLOGIES CORP 785,022 +32,387 $117,565
     UTX785,022+32,387$117,565
FIRST REP BK SAN FRANCISCO C 940,290 +46,169 $110,437
     FRC940,290+46,169$110,437
BLACKROCK INC 210,103 +1,952 $105,619
     BLK210,103+1,952$105,619
ISHARES TR (ACWI) 1,305,116 -709 $103,430
     ACWI1,305,116-709$103,430
UNITED PARCEL SERVICE INC 874,472 +18,685 $102,366
     UPS874,472+18,685$102,366
APPLE INC 344,780 +69 $101,245
     AAPL344,780+69$101,245
CITIGROUP INC 1,250,710 -100,838 $99,919
     C1,250,710-100,838$99,919
CROWN CASTLE INTL CORP NEW 662,817 +22,152 $94,219
     CCI662,817+22,152$94,219
MOODYS CORP 348,600 +14,635 $82,761
     MCO348,600+14,635$82,761
HOME DEPOT INC 357,139 +127,065 $77,992
     HD357,139+127,065$77,992
DISNEY WALT CO 502,803 +768 $72,720
     DIS502,803+768$72,720
ACTIVISION BLIZZARD INC 1,215,179 -42,408 $72,206
     ATVI1,215,179-42,408$72,206
SVB FINL GROUP 286,395 -395 $71,897
     SIVB286,395-395$71,897
SIMON PPTY GROUP INC NEW 475,466 -31,454 $70,825
     SPG475,466-31,454$70,825
TEXAS INSTRS INC 456,719 +28,426 $58,592
     TXN456,719+28,426$58,592
BOOKING HLDGS INC 27,683 +374 $56,853
     BKNG27,683+374$56,853
CHARTER COMMUNICATIONS INC N 94,499 +576 $45,840
     CHTR94,499+576$45,840
FOMENTO ECONOMICO MEXICANO S 423,799 +15,166 $40,053
     FMX423,799+15,166$40,053
UNION PACIFIC CORP 194,386 -1,272 $35,143
     UNP194,386-1,272$35,143
CINEMARK HOLDINGS INC 801,804 -347,688 $27,141
     CNK801,804-347,688$27,141
WELBILT INC 1,657,802 +426,950 $25,878
     WBT1,657,802+426,950$25,878
ALPHABET INC 18,915 +1,468 $25,335
     GOOGL18,915+1,468$25,335
PROLOGIS INC 252,129 +62,788 $22,475
     PLD252,129+62,788$22,475
AMERICAN TOWER CORP NEW 85,787 -19,306 $19,716
     AMT85,787-19,306$19,716
WELLS FARGO CO NEW 313,708 -262,671 $16,877
     WFC313,708-262,671$16,877
CF INDS HLDGS INC 350,000 +120,000 $16,709
     CF350,000+120,000$16,709
LIBERTY PPTY TR 253,013 -504 $15,193
     LPT253,013-504$15,193
AVALONBAY CMNTYS INC 71,126 UNCH $14,915
     AVB71,126UNCH$14,915
BOSTON PROPERTIES INC 102,601 -430 $14,145
     BXP102,601-430$14,145
EBAY INC 379,643 +86,591 $13,709
     EBAY379,643+86,591$13,709
HEXCEL CORP NEW 185,932 +132,938 $13,631
     HXL185,932+132,938$13,631
AGCO CORP 175,000 UNCH $13,519
     AGCO175,000UNCH$13,519
MOSAIC CO NEW 620,000 UNCH $13,417
     MOS620,000UNCH$13,417
DAVE & BUSTERS ENTMT INC 330,000 UNCH $13,256
     PLAY330,000UNCH$13,256
ESSEX PPTY TR INC 43,045 -107 $12,951
     ESS43,045-107$12,951
EQUITY RESIDENTIAL 159,840 -493 $12,934
     EQR159,840-493$12,934
MEDTRONIC PLC 113,653 UNCH $12,894
     MDT113,653UNCH$12,894
AMERICOLD RLTY TR 365,000 +75,000 $12,797
     COLD365,000+75,000$12,797
SPDR INDEX SHS FDS (RWO) 247,263 UNCH $12,739
     RWO247,263UNCH$12,739
SEALED AIR CORP NEW 309,891 +84,191 $12,343
     SEE309,891+84,191$12,343
UNDER ARMOUR INC 554,807 +185,275 $11,984
     UAA554,807+185,275$11,984
FACEBOOK INC 58,198 -6,781 $11,945
     FB58,198-6,781$11,945
AMERICAN CAMPUS CMNTYS INC 253,074 +341 $11,902
     ACC253,074+341$11,902
HDFC BANK LTD 154,972 +154,972 $9,821
     HDB154,972+154,972$9,821
NIKE INC 95,891 -204,923 $9,715
     NKE95,891-204,923$9,715
ALEXANDRIA REAL ESTATE EQ IN 58,961 +29 $9,527
     ARE58,961+29$9,527
MIDDLEBY CORP 86,000 UNCH $9,419
     MIDD86,000UNCH$9,419
INDUSTRIAS BACHOCO S A B DE 180,000 -60,000 $9,360
     IBA180,000-60,000$9,360
LAUDER ESTEE COS INC 44,730 UNCH $9,239
     EL44,730UNCH$9,239
INTERNATIONAL FLAVORS&FRAGRA 70,000 UNCH $9,031
     IFF70,000UNCH$9,031
MONDELEZ INTL INC 163,119 UNCH $8,985
     MDLZ163,119UNCH$8,985
HEALTHPEAK PPTYS INC 249,191 +249,191 $8,590
     PEAK249,191+249,191$8,590
KILROY RLTY CORP 102,222 +25 $8,576
     KRC102,222+25$8,576
OWENS CORNING NEW 128,845 UNCH $8,390
     OC128,845UNCH$8,390
WELLTOWER INC 100,689 +100,689 $8,234
     WELL100,689+100,689$8,234
CONOCOPHILLIPS 126,154 UNCH $8,204
     COP126,154UNCH$8,204
PAYPAL HLDGS INC 75,372 +19,443 $8,153
     PYPL75,372+19,443$8,153
ZOETIS INC 58,819 UNCH $7,785
     ZTS58,819UNCH$7,785
EDWARDS LIFESCIENCES CORP 31,923 -87 $7,447
     EW31,923-87$7,447
MERCK & CO INC 74,691 UNCH $6,793
     MRK74,691UNCH$6,793
MSCI INC 26,296 UNCH $6,789
     MSCI26,296UNCH$6,789
WISDOMTREE TR 61,937 -4,478 $6,561
     DLN61,937-4,478$6,561
VORNADO RLTY TR 96,399 -74,091 $6,411
     VNO96,399-74,091$6,411
SPLUNK INC 41,433 +2,886 $6,205
     SPLK41,433+2,886$6,205
LIFE STORAGE INC 54,115 -30,163 $5,860
     LSI54,115-30,163$5,860
LILLY ELI & CO 44,540 UNCH $5,854
     LLY44,540UNCH$5,854
ZENDESK INC 71,777 +26,162 $5,500
     ZEN71,777+26,162$5,500
SAILPOINT TECHNLGIES HLDGS I 232,964 UNCH $5,498
     SAIL232,964UNCH$5,498
CITRIX SYS INC 46,764 -10,000 $5,186
     CTXS46,764-10,000$5,186
ISHARES TR (AGG) 45,631 -1,407 $5,128
     AGG45,631-1,407$5,128
SPDR GOLD TRUST (GLD) 34,191 -308 $4,886
     GLD34,191-308$4,886
INTERXION HOLDING N.V 55,174 -23,491 $4,624
     INXN55,174-23,491$4,624
VANGUARD INDEX FDS (VNQ) 49,245 -3,933 $4,569
     VNQ49,245-3,933$4,569
NEW RELIC INC 68,643 UNCH $4,511
     NEWR68,643UNCH$4,511
DOCUSIGN INC 56,056 UNCH $4,154
     DOCU56,056UNCH$4,154
SQUARE INC 61,163 +4,208 $3,826
     SQ61,163+4,208$3,826
FIVE9 INC 56,029 UNCH $3,674
     FIVN56,029UNCH$3,674
XILINX INC 35,826 UNCH $3,503
     XLNX35,826UNCH$3,503
WIX COM LTD 28,095 UNCH $3,438
     WIX28,095+28,095$3,438
EAST WEST BANCORP INC 68,890 UNCH $3,355
     EWBC68,890UNCH$3,355
ALTERYX INC 31,315 UNCH $3,134
     AYX31,315UNCH$3,134
PLURALSIGHT INC 169,099 UNCH $2,910
     PS169,099UNCH$2,910
ISHARES TR (SHY) 30,924 UNCH $2,617
     SHY30,924UNCH$2,617
ISHARES TR (LQD) 18,437 -855 $2,359
     LQD18,437-855$2,359
BAOZUN INC 69,654 UNCH $2,307
     BZUN69,654UNCH$2,307
EVERCORE INC 25,000 UNCH $1,869
     EVR25,000UNCH$1,869
ISHARES TR (IGSB) 30,642 UNCH $1,643
     IGSB30,642UNCH$1,643
VANGUARD BD INDEX FD INC (BND) 19,105 +121 $1,602
     BND19,105+121$1,602
ISHARES TR (FLOT) 25,000 UNCH $1,273
     FLOT25,000UNCH$1,273
VANGUARD INTL EQUITY INDEX F (VT) 12,882 UNCH $1,043
     VT12,882UNCH$1,043
BROOKFIELD ASSET MGMT INC 18,000 UNCH $1,040
     BAM18,000UNCH$1,040
ADIENT PLC 47,495 UNCH $1,009
     ADNT47,495UNCH$1,009
TWITTER INC 27,508 UNCH $882
     TWTR27,508UNCH$882
VERIZON COMMUNICATIONS INC 13,929 -376 $855
     VZ13,929-376$855
BANK AMER CORP 20,000 UNCH $704
     BAC20,000UNCH$704
VANGUARD INTL EQUITY INDEX F (VEU) 12,800 +0 $688
     VEU12,800UNCH$688
AIR PRODS & CHEMS INC $0 (exited)
     APD0-22,085$0
ICICI BK LTD $0 (exited)
     IBN0-610,806$0
3M CO $0 (exited)
     MMM0-283,443$0
PIVOTAL SOFTWARE INC $0 (exited)
     PVTL0-279,329$0
SOCIEDAD QUIMICA MINERA DE C $0 (exited)
     SQM0-100,000$0
ISHARES TR 0 -10,529 $0 (exited)
     TIP0-10,529$0

See Summary: Sarasin & Partners LLP Top Holdings
See Details: Top 10 Stocks Held By Sarasin & Partners LLP

EntityShares/Amount
Change
Position Value
Change
HDB +154,972+$9,821
PEAK +249,191+$8,590
WELL +100,689+$8,234
EntityShares/Amount
Change
Position Value
Change
MMM -283,443-$46,598
IBN -610,806-$7,440
APD -22,085-$4,900
PVTL -279,329-$4,168
SQM -100,000-$2,779
TIP -10,529-$1,224
EntityShares/Amount
Change
Position Value
Change
SCI +580,921+$22,965
WY +552,285+$25,207
WBT +426,950+$5,126
ACN +359,574+$86,645
BAP +186,197+$41,530
UAA +185,275+$4,616
ECL +144,071+$23,221
HXL +132,938+$9,279
HD +127,065+$24,610
CF +120,000+$5,393
EntityShares/Amount
Change
Position Value
Change
TSM -470,118+$24,322
CNK -347,688-$17,275
WFC -262,671-$12,196
NKE -204,923-$18,537
DE -195,345-$27,767
COST -163,481-$43,951
PFE -143,634+$8,643
NEE -137,799-$25,746
C -100,838+$6,554
Size ($ in 1000's)
At 12/31/2019: $6,543,651
At 09/30/2019: $6,043,467

Combined Holding Report Includes:
Sarasin & Partners LLP
Sarasin Asset Management Ltd

Sarasin & Partners LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sarasin & Partners LLP 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Sarasin & Partners LLP | www.HoldingsChannel.com

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